Bits + Bips: ETH Makes a Comeback While Crypto’s Animal Spirits Revive - Ep. 876
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But, you know, when when you say consolidation, like, it's already the fact that a third and targeting half of the liquid supply of Bitcoin is owned by a small US company. That makes Bitcoin inappropriate for any central bank to to hold as a digital gold central bank reserve asset. It's it's already a problem for large corporations like Microsoft, Amazon, Metro, McDonald's who all voted this down to to to buy it and put it on the balance sheet because a small company controls so much of the supply. So it's actually closing off very, exciting, much more promising use cases for Bitcoin. And if t
everyone. Welcome to Bits and Bips, where crypto and macro collide one basis point at a time. I'm your host, Steve Ehrlich, high scribe of of the Unchained Kingdom. I'm here with Ram Alawalia, mister Wealth, leader of Lumida. And we have two special and we have two special guests. First, we have Katalin Tishauser, emissary of truth for Signum. Katalin, welcome back. Thank
you. Thank you for having me. And,
one more, special guest for today. We have Jake Astrovazquez, the high trader of, Winter Butte House. So, Jake, welcome. Thanks for
having me. Good to good to see everyone. Everyone
here gets a Game of Thrones nickname. Knowing your audience, everyone's seeing Very apt. Yeah.
Heads up, everyone. We've got exciting news. Bits and Bits, our Macro Meets crypto show, is officially spinning off into its own podcast feed, YouTube channel, and x account. If you've been enjoying the deep dives into interest rates, monetary policy, and how they intersect with the crypto markets, make sure to follow Bits and Bips wherever you get your podcasts on YouTube and on x. You'll find the links to YouTube, x, and other podcast platforms in the show notes. If you're watching this, there's a QR code on screen. We'll be posting here for a few more weeks, but starting in September, Bits
since this is your first time on the show, why don't you just take a minute to introduce yourself and, and tell everyone what you do at Wintermute?
Yeah. No. Fine. Absolutely. I mean, before joining Wintermute, I was in a global macrocy, so straight out of university, went straight into the buy side. Was lucky enough to have, I guess, you'd call it a fairly quick, education in the markets very early on. So trading a very broad range of assets, mostly around sort of thematic volatility driven events that could have been, like, an OPEC meeting. It could have been a an earnings announcement, and we were leading into sort of single stocks or it was a central bank decision or it was a debt crisis. So really spent early part of my year sort of
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